Pzena Mid Cap Value Fund Listed as Top Mid-Cap Performer

Morningstar recently called out our Pzena Mid Cap Value Fund (PZIMX) as a top mid-cap performer across multiple time periods, noting PZIMX has returned an average of 8.82% per year over the past five years and 25.24% per year over the past three years. The fund targets underappreciated, deep value stocks that are trading at prices below their intrinsic value but have solid long-term prospects. 

Click here to read the Morningstar article

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Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 844.PZN.1996 (844.796.1996).

* The standard deviation of a portfolio measures how much the investment returns deviate from the mean of the probability distribution of investments.

The U.S. Morningstar Market Index measures the performance of US securities and targets 97% market capitalization coverage of the investable universe. It is a diversified broad market index. This Index does not incorporate Environmental, Social, or Governance (ESG) criteria.

Click here for standardized performance for PZIMX.